Your financial planning needs are unique. So is our expert team of 3 financial advisors, led by Kathleen A. Grace, CFP®, CIMA® and Tabitha LeTourneau, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
980 North Federal Highway Suite 400
Boca Raton, FL 33432
Driving directions >
Telephone:
561-353-4440
M - F: 8am - 5pm
Sat: 8am - 2pm
Sun: Closed
We are located in the Professional Bank building on the 4th floor.
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